SEC-Registered Investment Adviser
Wellfull
Legal name: Bernardo Wealth Planning, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 11, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 29, 2017
- Principal office
- 272 Ruth Road, Harleysville, PA 19438
- Organized as
- Limited Liability Company, PA
- Fiscal year end
- December
Scale
- Regulatory AUM
- $866.4M
- Accounts
- 2,194
- Clients
- 25
- Employees
- 14, 7 in advisory roles
- Private funds advised
- 8
- Private fund gross assets
- $76.5M
- Fund types
- 2 private equity funds, 5 real estate funds, 1 other private funds
- Funds with Form D records
- 8 issuers in AltStreet's ledger, $29.4M reported sold across them
- Client assets in custody
- $248.4M (289 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth) (495); high net worth individuals (289); pooled investment vehicles (8); corporations or other businesses (9)
- Also engaged as
- insurance broker or agent
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 11, 2026). Item 11 covers the firm and its advisory affiliates.
Form D activity of the funds this firm advises, by year
8 issuers in AltStreet's EDGAR ledger are joined to this adviser through Form ADV Schedule D, with Form D filings from November 14, 2018 to May 31, 2024. Reported sold across them: $29.4M.Years are the year of each offering's first notice; sold and investors are the latest figures on each chain. Counts and totals only; the fund roster is in the terminal.
| First notice | Offerings | Reported sold | Investors |
|---|---|---|---|
| 2024 | 1 | $8.5M | 65 |
| 2023 | 3 | $20.9M | 171 |
| 2022 | 2 | n/a | n/a |
| 2020 | 1 | n/a | n/a |
| 2018 | 1 | n/a | n/a |
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.